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Mutual Fund Insights: Ivy Science & Technology Y Fund (WSTYX)

In-depth Analysis of Ivy Science & Technology Y Fund (WSTYX)

Mutual fund chart: Ivy Science & Technology Y Fund (WSTYX)

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See Ivy Science & Technology Y Fund (WSTYX) performance details as of January 31, 2010

  

    Last Trade: $30.65 on 3/17/2010, Change: +0.19 (0.62%)

  

Fund Manager - Zachary H. Shafran

Fund Manager Tenure: 9.1 years   [Similar Funds: WSTAX  WSTBX  WSTCX  WSTRX ]
Fundmojo Fund Grade: Mojo Master (Score: 0.87)     (What does this score mean?)
Shafran is senior vice president of IICO and WRIMCO, vice president of Ivy Funds, Inc. and vice president of other investment companies for which WRIMCO serves as investment manager. Shafran has served as a portfolio manager for investment companies managed by WRIMCO since January 1996. He served as an investment analyst with WRIMCO and its predecessor from June 1990 to January 1996.  Get more insights on Zachary H. Shafran

  

What we like about Ivy Science & Technology Y Fund (WSTYX) What we like about Ivy Science & Technology Y Fund (WSTYX)

Data for Ivy Science & Technology Y Fund (WSTYX) as of January 31, 2010

  • Ivy Science & Technology Y Fund (WSTYX) management has been with Ivy Science & Technology Y Fund for 9.1 years
  • Ivy Science & Technology Y Fund (WSTYX) has good mid-term performance (3-year return 4.87% vs -2.32% Technology category average)
  • Ivy Science & Technology Y Fund (WSTYX) has good Long-term performance (5-year return 8.70% vs 2.84% Technology category average)
  • Ivy Science & Technology Y Fund (WSTYX) ratio of up-years vs down years is greater than 2
  • Ivy Science & Technology Y Fund (WSTYX) has a Morningstar rating of 4 and above
  • Ivy Science & Technology Y Fund (WSTYX) has an annual stock turnover rate of 46.00% vs Technology average of 177.35%. It is good that Ivy Science & Technology Y management does not trade extensively for its return.
  • Ivy Science & Technology Y Fund (WSTYX) is less volatile than its peers as it has a 3-year Standard Deviation of 18.79, lower than category average of 26.09
  • Ivy Science & Technology Y Fund (WSTYX) has a lower management fee than its Technology average: 1.33% vs 1.83%

  

What we are cautious about Ivy Science & Technology Y Fund (WSTYX) What we are cautious about Ivy Science & Technology Y Fund (WSTYX)

Data for Ivy Science & Technology Y Fund (WSTYX) as of January 31, 2010

  • Ivy Science & Technology Y Fund is a focused fund with 39.51% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Ivy Science & Technology Y Fund (WSTYX) has a less-than-ideal short-term performance (1-year return 35.67% vs 53.49% Technology category average)
  • Even though Ivy Science & Technology Y Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Ivy Science & Technology Y Fund (WSTYX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Technology category?

Below are some additional Technology mutual funds generated out of our database

  

Ivy Science & Technology Y Fund (WSTYX) Net Asset

Track net asset change of Ivy Science & Technology Y fund (WSTYX)

DateNet Asset
01/2010$319.40M
11/2009$299.72M
10/2009$289.18M
More historic net asset information on Ivy Science & Technology Y Fund (WSTYX)

  

Ivy Science & Technology Y Fund (WSTYX) Portfolio Allocation

Track portfolio allocation change of Ivy Science & Technology Y fund (WSTYX)

DateCashStockBondOther
09/200911.07%83.73%0%5.21%
06/200917.46%69.93%0%12.61%
03/200916.2%84.66%3.19%0.43%
Click here to see more historic asset allocation information on Ivy Science & Technology Y Fund (WSTYX)

  

Most Recent Top 10 Holdings in Ivy Science & Technology Y Fund (WSTYX)

Discover what Ivy Science & Technology Y Fund (WSTYX) manager is buying

30-Sep-09
Microsoft Corporation [4.65%]
Cree, Inc. [4.27%]
ALLIANCE DATA SYS CP [4.24%]
Aspen Technology, Inc. [4.02%]
Research In Motion Limited [3.7%]
BUNGE LTD [3.5%]
Telvent GIT, S.A. [3.06%]
Genzyme Corporation [3.05%]
ESCO TECH INC [3.04%]
Euronet Worldwide, Inc. [2.94%]

30-Jun-09
NOBLE ENERGY INC [4.15%]
Research in Motion Limited [3.89%]
Cree, Inc. [3.7%]
Aspen Technology, Inc. [3.59%]
ESCO TECH INC [3.56%]
BUNGE LTD [3.54%]
ALLIANCE DATA SYS CP [3.24%]
Telvent GIT, S.A. [2.86%]
Microsoft Corporation [2.73%]
Genzyme Corporation [2.62%]

31-Mar-09
Cree, Inc. [4.22%]
NOBLE ENERGY INC [4.18%]
ESCO TECH INC [3.98%]
BUNGE LTD [3.63%]
Aspen Technology, Inc. [3.55%]
Genzyme Corporation [3.49%]
Cerner Corporation [3.46%]
Research in Motion, Ltd. [3.25%]
ACI Worldwide, Inc. [3.17%]
ARCHER DANIELS MDLND [2.77%]
Click here for Stock Holding Change Map in Ivy Science & Technology Y Fund (WSTYX)

  

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